How to Set Up and Create an SMS Action Flow in Yotpo
Overview
Follow this guide to learn how to create SMS action flows in Yotpo!
What Are Flows?
Flows in Yotpo SMS & Email are designed to automate a sequence of actions based on different triggers throughout the sales funnel. This feature streamlines the setup of automated text messages, enhancing your marketing campaigns with tailored communications.
You can either create a new flow from scratch or activate one of Yotpo’s predefined flow templates to optimize your efforts quickly.
Elevar Events and Properties:
When setting up Yotpo as a server-side destination, several Elevar events are tracked. Below is a list of the events and their corresponding properties that are sent:
| Event Name | Properties |
|---|---|
| elevar_page_view | Event Location URL, Cart Total, Country Code, Currency, Currency Symbol |
| elevar_view_item_list | Event Location URL, Cart Total, Currency, Currency Symbol, Product Brand, Product Image, Product List, Product Id, Product Name, Product Price, Product Sku, Product Variant ID, Product Variant Name, Email Product Block Ids |
| elevar_view_item | Event Location URL, Cart Total, Currency, Currency Symbol, Product Brand, Product Image, Product List, Product Id, Product Name, Product Price, Product Sku, Product Variant ID, Product Variant Name, Email Product Block Ids |
| elevar_add_to_cart | Event Location URL, Cart Total, Currency, Currency Symbol, Product Brand, Product Image, Product List, Product Id, Product Name, Product Price, Product Sku, Product Variant ID, Product Variant Name, Product Quantity, Product URL, Email Product Block Ids |
| elevar_begin_checkout | Event Location URL, Cart Total, Country Code, Currency, Currency Symbol, Product Brand, Product Image, Product Id, Product Name, Product Price, Product Sku, Product Variant ID, Product Variant Name, Product Quantity, Email Product Block Ids |
| elevar_purchase | Event Location URL, Cart Total, Country Code, Currency, Currency Symbol, Product Brand, Product Image, Product Id, Product Name, Product Price, Product Sku, Product Variant ID, Product Variant Name, Product Quantity, Email Product Block Ids |
Perfer to watch a video?
Follow this video to learn how to set up Yotpo as a server-side destination and how to create flows!
How to Set Up An SMS Action Flow in Yotpo:
Create Flow From Scratch:
- Begin on your Yotpo homepage and use the left-hand navigation menu to click on the "Flows" tab. An additional drop-down menu will appear, click on the "My Flows" tab.
- Once on the flows page of your Yotpo account, locate and click on the "Create flow" button in the upper right-hand corner of the page.
- (See Figure 1)
_Figure 1_
Select Trigger:
- After clicking on the "Create flow" button, you will be brought to a new page.
- Navigate to the section of the page titled "Trigger" and click on the "Choose Trigger" button.
- Use the search function to locate Elevar triggers, and select the relevant flow trigger based on the event you are looking for.
- (See Figure 2)
_Figure 2_
Add Delay:
- After selecting a trigger, you will need to add a delay to the flow.
- Navigate to the flow and click on the "Add Step" button. Then locate and click on the "Delay" button.
- Navigate to the section of the page titled "Setup Delay" and use the drop-down menu to select the "Hour/s" button.
- Navigate to the section of the page titled "Delay" and use the text box to enter the value "1".
- (See Figure 3)
_Figure 3_
Select Action:
- After adding a delay, you will need to select an action for the flow.
- Navigate to the section of the page titled "Action" and click on the "Choose action" button.
- Locate and click on the "SMS/MMS Message" button. This means an SMS/MMS Message will be sent as an outcome once the trigger ( e.g., add to cart Elevar) is sent from Elevar based on conditions and delays set up in the flow.
- (See Figure 4)
_Figure 4_
Configure Text:
- After selecting the trigger and action of the flow, you will need to configure the text of the SMS message.
- Navigate to the section of the page titled "Text Message" and use the text box to enter your desired message.
- Ensure that you are using the Shortcodes feature located below the text box. In place of the Shortcodes you select, the customer, order, and tracking data will be auto-populated with relevant information.
- (See Figure 5)
_Figure 5 _
Name Flow and Save:
- After you have entered all of the required information for creating a new flow in Yotpo, locate the text box above your flow and enter a name. Once you have named the new flow, click on the "Save" button next to the text box.
- Once you have named the new flow, locate and click on the "Save" button located in the upper right-hand corner of the page.
- (See Figure 6)
_Figure 6 _
Updated 22 days ago